CSP
XYZ

Cary Street Partners’s Block Inc XYZ Stock Holding History

Cary Street Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
1,645
-1,067
-39% -$75K ﹤0.01% 985
2026
Q1 		$163K Buy
2,712
+4
+0.1% +$243 ﹤0.01% 859
2025
Q4 		$176K Buy
2,708
+132
+5% +$9.11K ﹤0.01% 858
2025
Q3 		$186K Buy
+2,576
New +$193K ﹤0.01% 805
2025
Q1 		– Sell
-3,074
Closed -$261K – 909
2024
Q4 		$261K Buy
+3,074
New +$252K 0.01% 654

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Cary Street Partners's XYZ Position: Q2 2026 in Review

Cary Street Partners reduced its Block Inc (XYZ) stake by 39% in Q2 2026, selling an estimated $75K and leaving 1,645 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Cary Street Partners first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $261K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cary Street Partners held 1,645 shares of Block Inc worth $125K as of Q2 2026.
  • Cary Street Partners sold 1,067 Block Inc shares in Q2 2026, an estimated $75K.
  • Block Inc made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #985 holding.
  • Cary Street Partners first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • Cary Street Partners's Block Inc position peaked at $261K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.